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  11. Rosebridge

Rosebridge

Independent Financial Adviser  20 Nicholas Street, Chester, CH1 2NX
First meeting at adviser's own cost
Multi award winning national group of independent Chartered Financial Planners offering personalised advice services. We provide tailored financial planning and cashflow planning to individuals, businesses, charities and trusts.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
9.0/10
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FCA authorised
Last authorised 17th January 2022
Meet our advisers
MR Gareth Griffiths BSc (Hons), Dip PFS
Managing Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MRS Jane O'Hara FPFS, Chartered Financial Planner
Independent Financial Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Phillip Rose
Director

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
Phil Rose provides my family with technical pension and financial advice. Over the last 12 years he has always been proactive when considering the needs of the family business and has acted as a truly independent professional who always places his clients first.
Mahmud Kamani, BooHoo Founder
I have found them extremely helpful and knowledgeable. They always come back quickly and efficiently with any questions or problems I have and I never felt that I am being sold to. They have always been professional and confidential in everything they do and I would not hesitate to recommend them to anyone.
Dan Ashworth, FA Technical Director
Group IFA have been advising me both personally and business wise for over 10 years. During that time I have been provided with first class advice and we have undertaken a number of building acquisitions and completed an MBO. The staff are all professional, approachable and respond to queries very quickly. They have always listened, understood and provided tailored advice for our needs at the time.​ I would not hesitate in recommending Group IFA.
Julian Roebuck, Managing Director - Gresham Office Furniture
Our firm works very closely with IFA on a number of mutual clients. Phil and his team are very proactive in both the day-to-day pensions and wealth management, and the wider issues that affect the business owner. They are also truly independent professionals who put their clients first at all times. My personal experience has been that clients are delighted with the service they receive, and are happy to recommend their friends as well.
Michael Dawson, Managing Director, Forbes Dawson
I have known Gareth Griffiths for a long time as both a trustee and board member of the PFA. I have been very impressed with his integrity and knowledge of pensions and investments and would have no hesitation in recommending his services.
Gordon Taylor OBE, Chief Executive PFA
About us

Rosebridge is a firm of Chartered Financial Planners, which is recognised by the Chartered Insurance Institute for our professionalism and continued determination to deliver the highest possible standards of client service. We provide tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future.

ROSEBRIDGE A FINALIST FOR TWO PRESTIGIOUS FINANCE AWARDS

We are delighted to announce that Independent Financial Advisor (trading style Rosebridge) have recently been named as a top three finalist in the highly prestigious Chartered Financial Planning Firm of the Year 2021/2022 by our professional body, The Personal Finance Society (PFS) for the second year running.

Rosebridge is also a finalist for yet another prestigious industry award– the Money Marketing Awards Advice Firm of the Year.

If you’d like to see for yourself how our collective group of specialists work together to provide high quality and highly regarded financial advice, or you would like to know more about Rosebridge, please visit our website <url hidden>

Our services

Jane O’Hara is a Fellow of the Personal Finance Society and is affiliated to the Society of Trust and Estate Practitioners (STEP), she holds the Industry leading qualifications and is vastly experienced with over 20 years in the Financial Services sector. Jane specialises in managing and preserving client’s wealth, whilst protecting family and loves ones. She is also an expert in inheritance and estate planning, the mechanics of retirement and cash flow planning. She also offers an independent Trustee Review Service.

Tailored financial planning wealth management solutions for high net worth individuals, charities, trusts and businesses:

Wealth creation,
Wealth utilisation and preservation,
Wealth transfer between generations,
Cash flow planning,
Technical pension and estate taxation and life time allowance analysis.

We work in collaboration with other professional advisers.

We do not advise on Final Salary pension scheme transfers.

Where to find us
Head office address: 20 Nicholas Street, Chester, CH1 2NX
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 17th January 2022

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